Relationship Manager - Mutual Fund

Job description

Job Title - Relationship Manager

Job Location : Gurgaon,

Working days - Mon- Sat

NISM VA

Education Qualification : Graduate

Experiene- 1-2 years

Role & Responsibility :

Build relationships with key employees among customers by doing B2B & B2C Sales and Promotion of Investment Products such as Mutual Funds, Fixed

Deposits, Health Insurance etc.

Managing investments & maintaining Client relationships, interacting directly with clients, reviewing their portfolios, giving regular updates, resolving their queries.

• Proven experience as a Client Relations Manager or Relationship Manager
• Proven track record of meeting and exceeding targets
• Proficient in MS Office, with working knowledge of CRM platforms.
• A customer-oriented attitude
• Excellent communication and negotiation skills
• Problem-solving aptitude

About Us

ZFunds (z-funds.in ) is on a mission to democratize personal finance.

A lot has been done to make financial products accessible to people. However, it still remains an urban concept. We will make quality financial advice accessible and approachable across Bharat.

ZFunds were born when we realized that consumers in all small towns across India have invested their money in LIC policies. For users looking to grow their money, it's probably one of the worst options over a long period of time. We realized that it's not a problem that consumers don't want better financial products, it's that they don't have supply to it. And that is what ZFunds is here to do.

We are now in the growth phase of your journey and are looking for driven developers to drive that ruthlessly alongside us.

Skills Required

Mutual Funds, B2C Sales, investment products, Ms Office, Health Insurance